IVZ NYSE Week ended 24 Jul 2026

Weekly Investor Report

Invesco Plc · Financial Services · Asset Management

Open interactive chart View report data Download investor PDF
Latest close 29.93 USD
1.0% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 13.0% above the Trend Line and sits at 90.6% of its 52-week range. The latest completed week returned 1.0%, after a 14.4% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is bullish with 48/100 conviction, while the latest news-sentiment score is 56/100. Near-term considerations: price is close to its 52-week high; volume confirmation is below normal.

Setup score 72 out of 100
Latest Close 29.93 USD 24 Jul 2026
1W Return 1.0% latest completed week
4W Return 14.4% short-term follow-through
12W Return 16.5% quarterly tape
Trend Breadth 80.8% 42 of 52 weeks active
Volume Ratio 0.9x vs 13-week average
What is working
  • The trend backdrop is active with a 9-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 2 reversal markers appear in the recent smart-money tape.
What to watch next
  • Price is close to its 52-week high; watch for continuation or exhaustion.
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 1.0% Latest completed week; four-week move 14.4%. Indicator stack 76/58 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 55.88% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Bullish 48/100 conviction; expected move 6.3%. News sentiment 56/100 52 relevant articles in the latest sentiment read. Event risk 28 Jul Latest stored earnings date was 28 Jul 2026.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 13.0% above the Trend Line and sits at 90.6% of its 52-week range. The latest completed week returned 1.0%, after a 14.4% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.9x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.7812-week average 0.64

12-week confirmation

Trend active10/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure10/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.78Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers22 reversal markers

No recent accumulation markers. 2 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 14.4% over four weeks, 16.5% over 12 weeks, and 42.0% over one year. The current trend has remained active for 9 consecutive weeks.

Performance by holding period

1W1.0%
4W14.4%
12W16.5%
26W7.1%
52W42.0%
Active trend streak9 weeks
Active weeks in one year42
Trend breadth80.8%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.54Latest activity-pressure read.
Pressure change-19.6%Four-week change in activity pressure.
Leadership11.53Latest relative-leadership reading.
RS change1357.6%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Dec 2025 Field coverage 91% Model confidence 87%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength87/100Blend of value, momentum, and quality. Underlying universe rank 14; rank 1 is best.
Value70/100Relative valuation strength. Underlying universe rank 31; rank 1 is best.
Quality71/100Profitability and accounting quality. Underlying universe rank 30; rank 1 is best.
Momentum80/100Medium-term price momentum. Underlying universe rank 21; rank 1 is best.
Growth66/100Revenue and earnings growth. Underlying universe rank 35; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
-
Price divided by trailing earnings.
Price / sales
2.0x
Market value relative to trailing revenue.
EV / EBITDA
19.9x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
7.2%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
50.7%
Gross profit retained from each unit of revenue.
Operating margin
-8.8%
Operating profit retained from revenue.
Free-cash-flow margin
28.9%
Free cash flow generated from revenue.
Return on invested capital
-2.0%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
7.7%
Latest one-year revenue growth.
EPS growth
-
Latest one-year earnings-per-share growth.
Free-cash-flow growth
52.9%
Latest one-year free-cash-flow growth.
Piotroski F-score
6/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
2.8%
Cash dividends relative to market value.
Buyback yield
14.2%
Net share repurchases relative to market value.
Shareholder yield
17.1%
Dividend yield plus net buyback yield.
Net debt / EBITDA
7.3x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

IVZ shows bullish options pressure with a 48/100 conviction score, put-call volume ratio of 0.40, expected move of 6.3%, and Sharemaestro trend signal active.

Conviction48/100
Expected move6.3%
Put/call volume0.40
Pressure52
Speculation43
Volatility49
Trend agreement43
Open options detail
Insider activity13 / 7

13 acquisitions and 7 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment56/100

Weighted news tone is neutral across 52 relevant articles.

17 positive · 34 neutral · 1 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings28 JulLatest stored earnings date was 28 Jul 2026.
Options expected move6.3%Nearest-chain priced movement where available.
52-week drawdown-3.5%Distance below the 52-week high.
13-week volatility4.1%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher12 of 2614 weeks finished lower.
Best week+7.3%Week of 10 Jul.
Worst week-9.9%Week of 6 Mar.
Latest week+1.0%Week of 24 Jul.

Shape of recent returns

Strong gains6
Modest gains6
Flat weeks0
Modest losses12
Sharp losses2
Recent vol4.1%13-week weekly-return volatility.
Base vol3.7%52-week weekly-return volatility.
Up/down split31/21Count of positive and negative weeks in the 52-week window.
Average skew3.0% / -2.6%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape69/100

Trend, activity pressure, participation, and risk combine to a 69/100 tape read.

 Indicator analysis76/100

Latest 12-week confirmation: trend 10/12, activity pressure 10/12, relative leadership 12/12.

Activity pressure 0.78; 2 reversal markers Next-Week ExpectancyPositive 55.88%

Next-week expectancy is positive with a 55.88% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors76/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 4; Small Cap Core rank 24 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options58/100

IVZ shows bullish options pressure with a 48/100 conviction score, put-call volume ratio of 0.40, expected move of 6.3%, and Sharemaestro trend signal active.

Bullish · Call-side pressure · Expected move 6.3% Sentiment56/100

Weighted news tone is neutral across 52 relevant articles.

Should Invesco S&P MidCap 400 GARP ETF (GRPM) Be on Your Investing Radar? Insiders13 / 7

13 acquisitions and 7 disposals in the latest 180-day insider tape.

 Earnings28 Jul

Latest stored earnings date was 28 Jul 2026.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 202629.93 USD1.0%26.50 USD18.17 USD0.5411.5321.6MOn
17 Jul 202629.63 USD2.2%26.38 USD18.07 USD0.4910.1725.6MOn
10 Jul 202628.98 USD7.3%26.28 USD17.98 USD0.436.5922.2MOn
3 Jul 202627.01 USD3.2%26.18 USD17.89 USD0.521.3117.5MOn
26 Jun 202626.16 USD-7.0%26.14 USD17.81 USD0.680.7934.1MOn
19 Jun 202628.14 USD-2.7%26.07 USD17.73 USD0.646.4723.9MOn
12 Jun 202628.92 USD5.7%25.89 USD17.64 USD0.5211.2525.1MOn
5 Jun 202627.35 USD-3.9%25.70 USD17.55 USD0.366.7030.4MOn
29 May 202628.46 USD5.2%25.55 USD17.46 USD0.229.0717.6MOn
22 May 202627.05 USD-0.3%25.37 USD17.36 USD0.075.9820.7MOff
15 May 202627.12 USD-0.9%25.22 USD17.27 USD-0.157.9122.4MOn
8 May 202627.37 USD6.6%25.05 USD17.18 USD-0.359.8523.9MOff
1 May 202625.69 USD1.5%24.87 USD17.09 USD-0.576.2236.8MOff
24 Apr 202625.31 USD2.8%24.80 USD17.01 USD-0.846.3228.5MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.